Fred Forman Email & Phone Number
Alternative Investments Consultant @ Raymond James
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Fred Forman Location
- Saint Petersburg, FL, US
Fred Forman Work
- 2024 -now Alternative Investments Consultant @
- 2023 -2024 AdvisorChoice Consultant @
- 2020 -2023 Wholesaler @
- 2016 -2020 Director of Operations @ The Meakem Group at Raymond James Financial Services
- 2015 -2016 Client Services Specialist @ The Meakem Group at Raymond James Financial Services
- 2014 -2015 Investment Operations, Senior Associate @
- 2013 -2014 Mutual Fund Accountant, Associate @
Fred Forman Education
- University of Maryland - Robert H. Smith School of Business
Bachelor of Science (B.S.)
- Our Lady of Good Counsel High School
Fred Forman Skills
- Problem Solving
- Customer Service
- Microsoft Office
- Microsoft Excel
- DocuSign
- Research
- Teamwork
- Mutual Funds
- Time Management
- Change Management
- MS Excel Pivot Tables
- Multi Tasking
- Outsourcing
- Accounting
- Finance
- Financial Analysis
- Account Management
- Event Planning
Fred Forman Summary
- Fred Forman, based in Saint Petersburg, FL, US, is currently a Alternative Investments Consultant at Raymond James. Fred Forman brings experience from previous roles at Raymond James, Starwood Capital Group and The Meakem Group at Raymond James Financial Services. Fred Forman holds a Bachelor of Science (B.S.) @ University of Maryland - Robert H. Smith School of Business. With a robust skill set that includes Problem Solving, Customer Service, Microsoft Office, Microsoft Excel, DocuSign and more. Fred Forman has 1 emails and 2 mobile phone numbers on RocketReach.
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